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Home My WebLink About07-26-07 -J A_... _'......_,......... ~REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 15056051058 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number C;;;;/ Ou 11II Date of Birth 168-24-2618 ....\' December 3, 2007 March 2, 1929 Decedent's Last Name Suffix Sgrignoli Decedent's First Name MI Winifred E. (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ta,) 1. Original Return C:::J 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate t.J C::::::J 4a. Future Interest Compromise (date of death after 12-12-82) C:::J 7. Decedent Maintained a Living Trust (Attach Copy ofTrust) c::::; 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Andrew C. Sheely, Esquire 717-697-7050 Firm Name (If Applicable) Andrew C. Sheely, Attorney at Law 127 South Market Street REGIST~ OF WILLS U~ONLY '~-; 0 ~~ . :0 ( =}2 ..---. (-~. '-~ r- . 1-,-1 1'.) en ):.... First line of address Second line of address P.O. Box 95 City or Post Office Mechanicsburg State ZIP Code , ...J ',..__ ]:2ri-~E FILED ';? PA 7055 c:.n Correspondent's e-mail address:.andrewc.sheely@comcast.net. Under penalties of perjury, I declare that I have examined this retur ud7 g accompanying schedules and statements. and to the best of my knowledge and belief. it is true, correct and complete. Decl the R onal representative is based on all information of which preparer has any knowledge. 7 ~ S/'l):; / SIGNATURE OF PERS AnnRFSS ~. Vincent E. Sgrignoli, Executor 817 Center Street, Enola, PA 17025 ~d.:) PRE(2"',ER ~SENOATIVE .. ,0. nnRi=c::c:: Andrew C. Sheely, Esquire 127 S. Market St., P.O. Box 95, Mechanicsburg, PA PLEASE USE ORIGINAL FORM ONLY nATF 7/U;/-O( 17055 L 15056051058 Side 1 15056051058 -J ~ --.J 15056052059 REV-1500 EX Decedent's Name: Ii, Winifred E. RECAPITU LATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Cl Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) C~ Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10).. . . . .. ... . . .. .. . . .. . .. . .. ... . .'. . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . .. .. .. . . . ... . .. . .. . . . . .. .. . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. . . . . . . . . . . . . . . . . . . . . . . 14. Decedent's Social Security Number 168-24-2618 TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers uncl'" C::ec. 9116 (a)(1.2) X .0. 16. Amount of Line 14 t<>vqble at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 408,688.13 19. TAX DUE. .. . . . . . . . .. .. . . . . . .. .. .. . . .. .. . . . ... . . . .. . . . . .. .. . . . .. .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT \\ ~";fv' ~~ L 15056052059 Side 2 15. 16. 17. 18. 15056052059 200,013.00 191,197.32 27,917.18 419,127.50 8,918.00 1,521.37 10,439.37 408,688.13 18,390.97 18,390.97 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Winifred E. Sgrignoli .fJI~ Nllmlw 1111 STREET ADDRESS 817 Center Street "---_._---~._--- DECEDENT'S SOCIAL SECURITY NUMBER 168-24-2618 CITY Enola STATE PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 18,390.97 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C ) (2) TotallnteresUPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) 18,390.97 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 [iJ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [iJ c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................,............................................ 0 [iJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [iJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [iJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502EX .,1-97) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WINIFRED E. SGRIGNOLI FILE NUMBER 21-06-1111 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshiD must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 817 CENTER STREET, ENOLA, CUMBERLAND COUNTY, PENNSYLVANIA 17025 Property is Tax Parcel Number 09-16-1052-002A Assessed value $175,450.00 Cumberland County C.L.R factor of 1.14 200,013.00 TOTAL (Also enter on line 1, Recapitulation) ~ ~ 0 , 013 . 00 (If more space is needed, insert additional sheets of the same size) ~ N D- 4- 0 0 M co-< OJ 0 CJ; 1'- oj 0 D- O N <? 0 ;;:; 0 co-< II u ~ OJ '" ..D "D "" <l: N o o 1 N V\ o co-< 1 \D co-< 1 en o II "D r:=: Q. '" ~ ~ oj OJ "D - E OJ Q. ~ ..Q "D X ;:: - Q. .c <l.) (/] C\:l ..0 C\:l ....... C\:l Q ....... c <l.) E (/] (/] <l.) (/] (/] <t: >< C\:l E- "i" o o N <l.) ...c: ....... c <t: N o o I N If) o ,......., I \0 ,......., I 0\ o 0) U I-< C\:l A.. I-< J2 (/] ....... ........ ;::::l (/] <l.) 0::: "'0 il) ........ '@ ....... <l.) Q <C N o o 1 N <n o 1 '-0 0- o cf-, o r-- 00 o Z ..... u 'I: ..... '" Q ~ is =: [J:J c.. CIl ~ o Z ~ '" =: o ::c =: ,~ ..... U ~ ~ Q Q - I 'il ~ CIl ~ tii u..J er:: f- C/l er:: W ~ W U ..... ~ ~ ~ ..... [J:J -- ~_. w er:: o Ci o w :r: f- J o z Cj C2 Cj C/l W Ci w er:: I.l.. Z ~ o<l 0- I.C ~ r-- N r-- 8 o , v: \0 (- N r-- o 0- o ~ .1- J o z Cj - c:G Cj C/l ::) 'n "'"t ,r, N ::) V', "::t 'r, r-- o o o o <n 00 7 o ('1 o o lr) r-.. N 0 f""; 0; c:G r-- N - ~ ~ =: ~ o ~ c.. ...... Eo-< c.. o ~ ~ ~ > "0 =: CIl ....:l ~ =: U j ~W' u.. >-.-. ~ Q; ~.~ [J:J [J:J ~ QJ) CIl ~ .:.:: ..... ~ ~ "0 ~ ~ CIl ~ ~ Q >- ~ > 0.. .... =: ";"" S u ~ it ~ ~ ~ ~ =: U ~ > ..... o Eo-< ~ =: U ..... CIl ..... [J:J =: ~ '" o u '" ~ Q c.. o ~ ~ CIl ~ ~ ~ ... ;.:s ..... 5 0 ~!~ ~ ~ ~ ~ [J:J [J:J Cl) QJ) CIl ~ ~ u < CIl Q ~ CIl [J:J ~ r.:l ~ CIl Eo-< o U II t; ~ :;; ..D -0 oil <l: N o o 1 N '" o co-< I ;:8 , en o II -0 iC Q. '" OJ '" ;;; 0:; -0 OJ c OJ 0- w W ..D "D X ;:: Q .c REV-1508 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF WINIFRED E. SGRIGINOLI ER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Putnam Investments Account #A45-1-168-24-2618-BBB-L 1,349.016 shares at $50.63/share $ 68,300.68 2. Franklin Templeton Investments Account #110-10157500975 18,985.436 shares at $6.41/share $121,696.64 $ 1,200.00 3. Personal property of Decedent TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 191,197.32 ,PUTNAM INVESTMENTS CONFIRMATION OF ACTIVITY 1/12/2007 Founded in 1937, Putnam lmestments began with the principle that a balance belween risk and reward is the mark of a \\'ell-rounded financial program. Today, we manage money with a focus on consistent results, and this prudent approach remains the foundation of our investment philosoph y. '''<~l'''''' ''', fil ~'\ ~{~ >01478 3448002 002 092033 WINIFRED SGRIGNOLI 817 CENTER ST ENOLA PA 17025-2906 Fund: PUTNAM NEW OPPORTUNITIES CL-A Account: A45-1-168-24-2618-BBB_L Client Number: 0018568220 Capital Gains: REINVEST Dividends: REINVEST TO INVEST BY MAIL, please return thiS slip and your check payable to Putnam Investments in the enclosed envelope. To establish a systematic investment plan, see other Side. Ar-iount of (I)CC:k' $ ["-J-J- 'j, [-''')'' '[ -1./ I --. '-.-,,-, , I,.,. 619495191969824261986262627300000000001 ----------------.----------------------------------------------------------------- Please pnnt spelling or address changes above. WINIFRED SGRIGNOLI Fund: PUTNAM NEW OPPORTUNITIES CL-A Account: A45-1-168-24-2618-BBB_L !$hilor~ B-'lI.f1C4.j: Investment Firm: JANNEY MONTGOMERY SCOTT INC Representative: MR. ALAN S. MEMINGER 717-731.4400 For Putnam assistance: 1-800-225-1581 111111111111111111111111111111111111111111111111111I111111111111111 11111111 344800201 M801 0018568220 Page 10f1 C H E C K MB 01 000762 54187 B 5 A VINCENT E SGRIGNOLl EXEC WINIFRED SGRIGNOLI 817 CENTER ST ENOLA PA 17025-2906 I / 1",11111,111,'11,1,1.1,1,.,1,1 I .111 I 1""11,,,"1 1111.111".1 1;'2---1./ FRANKLIN TEMPLETON INVESTMENTS Transaction Confirmation ~~~lJarJ' l?-, ?9_Q!'__ _________ Page 1 of 1 Financial MEMINGER, ALAN S, Advisor: JANNEY MONTGOMERY SCOTT LLC Customer Service: Mailing Address: Franklin U.S. Government Securities Fund - Class A ------.--------. ...----- ------.-- -.--.------- - - ------- -- -~---_.._----._.._.__._---..._---- Fund-Account Number: 110-10157500975 Asset Summary Number: 02448556 Transaction Details DATE TRANSACTION 01-16-07 BEGINNING BALANCE 01-16-07 FULL REDEMPTION ~-'--", --- @1I)c franklinlempJelon .com Shareholder Services 1-800/632-2301 TOO (Hearing Impaired) 1-800/851-0637 100 Fountain Parkway PO Box 33030 Sl. Pelersburg, FL 33733-8030 * _____~__}..rA~J)AQSymbol: FKUSX SHARE PRICE SHARES TOTAL SHARES 18,985.436 0,000 ... ~E3'-Lfl__ 18,9_85,436.:.. \Jre,00 ,[ 0 ') ~ I ) 1 ~ 3 Please tear at perforation below, ~ ~ . c " " -- -- ~ - - - - - - - - - - - - REV-1509 EX. (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF WINIFRED E. SGRIGNOLI FILE NUMBER 21-06-1111 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Vincent E. Sgrignoli 817 Center Street Enola, PA 17025 Son B Randall A. Sgrignoli 817 Center Street Enola, PA 17025 Son C JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VAL UE OF ASSET INTEREST DECEDENT'S INTEREST 1 A )6 /01/05 SOVEREIGN BANK Checking Account # 1681715228 Winifred E. Sgrignoli, Vincent Sgrignoli, Randall Sgrignoli, Jt. en $9,556.53 33.33( I>> $ 3,185 0 5/01/ 05 SOVEREIGN BANK Money Market Account #2474067213 Winifred E. Sgrignoli, Vincent Sgrignoli, Randall Sgrignoli, Jt. en $74,195.0 33.3 % $24,731 ! TOTAL (Also enter on line 6, Recapitulation) $ 27,917.18 .51 .67 (If more space is needed, insert additional sheets of the same size) -- _h-Ua - -----..., --''''''-'J nlgt: 1 01 1 ~ '\..'-- Checking Account Summary QQS_'L,WincJQW I .E'riflt WirJcI.Q\~ Account Number: 1681715228 Current Date: 12/06/2006 Available Balance $9,556.53 '1'0.00 Today's Withdl'uwais Im:eH~$t Accrw~d rhi.. Statement $0.00 ledger Balance Ledger Balanct~ as of last Deposit Last O",posit 011 Balance last Statement last Statement Date $9,556.53 L!/OS/2006 $886.00 L'/01/2006 $9,775.84 Today'", Deposits $0..18 Interest P"id YTD $5.75 12/21/2006 11/21/2006 Next Statement Date D<lte Activity Description Deposits Withdrawals Balance J~,:/OS/~~U06 CHECK 82.3 $~)j 556.53 12/04/2006 12/04/1006 CHECK 819 $9.656.53 CHECK 822 ~,2/01./,2006 US TRE.ASURY 303 SOC SEC 120106 16a:;:4261BA SS/\ $886.00 $10,481.53 L 1/24/2006 CHECK 816 11/241'2006 CHECK 820 $9,595.53 11/22/2006 CHECK 818 INTFREST CREDIT CHECK 813 CHt:CK 817 $9,761.29 11/21/2006 :J;O.85 ~t;91 775.84 11/20/2006 11/20/2006 $9} 774.99 https:/ /www.site-secure.com/cgi-binlcgigd7.exe/sovbank/Zorh59Nz/.926836001191.Print. .. 12/6/2006 H'J.VU,",Y HJ.'U1'l..~l ~,",,",VUlH ..:lUlUUlCUY j, It I~ Money Market Account Summary ACcount Number: 2474067213 Available Balance Today',. Deposits Today's Withdrawals Interest Accrued ThlS Statement Interest P",id YTD N-.::xt St;.:::stefneHt D;;~t~ Date Activity DescriptiOn INTEREST CREDIT INTEREST CREDIT 1''IlSCELLANEOUS DEBIT 11/30i2006 10/31/2006 .10/24/2006 $74,195.01 ;;;0.00 $0.00 $2"7.J~} $2.065.51 12!31/2006 rage i U1 1 <;;[Q;;~W[[t<;jQW I Pxjrlt,\Ni[lC19V" Current Date: 12/06/2006 Ledger Balance Ledger Balallce as of Last Deposit Last Deposit 011 Balance Last Statement last Statement Date Deposits ~p162A} $186.55 Withdrawals $74,195.01 12/05/2006 $56.28 OS/23(2.005 ~P4,195.01 11/30/2006 Balance $74,195.01 $741032.54 $73,845.99 https ://www.site~secure.com/cgi-bin/cgigd7.exe/sovbank/Zorh59Nz/.926836001191.Print. .. 12/6/2006 REV-1511 EX+ (12-99). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF WINIFRED E. SGRIGNOLI FILE NUMBER 2 1 - 06 - 1111 ITEM NUMBER A. Debts of decedent must be reported on Schedule 1. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: SULLIVAN FUNERAL HOME $6,482.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) VINCENT E. SGRIGNOLI, EXECUTOR Street Add ress Social Security Number(s)/EIN Number of Personal Representative(s) 817 CENTER STREET $ 0.00 City ENOLA. State~Zip 17025 Year(s) Commission Paid: 2. Attorney Fees ANDREW C. SHEELY, ESQUIRE, PER AGREEMENT $ 1,250.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _Zip Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS MARTIN FLANNERY, CPA $ $ 406.00 165.00 5. Accountant's Fees 6. Tax Return Pre parer's Fees 7. FILING FEES FOR INHERITANCE TAX RETURNS $ 15.00 Reserves to conclude administration of Estate, including preparation of decedent's final income tax .return, costs, pos age $ 600.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 8,918.00 51 N. [NOLA DRIV~ [NOLA. PA 17025 732-5400 /z;/) 700D o (fs 4J StiL!_ j "/,;i'~ FU~jf:Rt\L HettiE STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED Charges are only for mose items that you selected or mat are required. If we are required by law Or by a cemetery or crematory to use any items, we will explain me reason in writing below. If you selected a funeral that may require embalming, such as a funeral viewing, you may have ro pay for embalming. You do nO{ have 10 pJ.y for embalm- ing you did nor approve if you selected arrangements such as direct Cftin13lion or inunedlJte burial. If we charged for embalming, we w~I explain why below. For the Service of Date of Death ' Charge to: Name Address City SL..He A. CHARGE FOil SEIlVICES SELECfED: I. PROl'ESSlONAI. SERVICES Services of FlUler.ll Director/Staff Embalming Other prepar.uion of body Grher dmhing . $- Cremariol1 urn (De.scrip(lon) $~- OTHER $- SUB-TOTAL OF PIlOFESSIONAL SERVICES . .Al $__ L~';-__ ,~ 2. FAOUTIES AND SER\~CES Use of facilities and services fill" viewing (VisiLation/Wake) . Use of facilities and $ervices for fu.nerJl ceremony Use of fa('iliti~ and services for Memorial Service Use of equipment and services for grJ. ","eside service. Orner use of facilities TOTAl. MERCHANDISE SELECTED . C. SPECIAL CHARGES: l-'orwarding of remains [Q B L____ (Funeral Home) Receiving of remains from .$- (Funeral Home) Inunediale Burial Direcl CrenlJlion $-,--- . $-'----- $- $ . $~ .$- $- SUB-TOTAl. OF FACUlTlES/EQUlPMENT 3. AUTOMOTIVEEQUW~IENT Vehicle [Q tlJ...n.sfer remains (0 FunerJ..l Home ..-\2$_ SUB-TOTAl. OF SPECIAl. CHARGES D. CASH ADVANCED Opening GraYf: Cemetery Equipmem Lor and Deed Newspaper Notices-Local, Newspaper Notices-Qur-of-town Telephone & Telegrams Airfare Clergy/Mass Offering Pallbearers , Certified Copies of me Death , Cenilkate .' :', Police Escou l-'Iowers -~', Vault Service Charge .C$__ OU[ of town lI3J1:)pOIt3tion . $~ $-- $-- $~ < "- . . . . $--,-- $~ $~ .$- $- $~ ..$- $~ ...,~ $------- .r $- $- $- uKal H.,..m;e (Ca.sket Coach) I.o<:al .$- ..$- Limousine Local Falllilycar Local FLower atr or tloral dis~tion Local . Lead c.u/dergy car Loc'a! Car for pallbc-Mers Local $- .....,~ "'- $- .$- $ $- SUB-TOTAl. OF AUTOM.OTIVE EQUIPMENT .A..3$_ SUB-TOTAl. OF ADVANCES D $"'------_ TOTAl. OF PIlOFESSIONAI. SERVICES, FACUlTIES AND AUTOM.OTIVE . EQUIPMENT B. CHARGE FOR MERCHANDISE SELECTEI}:. , C:l.:ik.t.'[ _.. .~,';,(.i" $~ (Dcz>i..."liptiun) We charge you for OUf services in obtaining: (speciJy CClsb advances that are marked-up) ..A $--,-- $__ SUMMARY OF CHARGES A Profe::isional Service.';, F:lciliries :.mJ Equipmel1l, :llld AUlOJ1l0livc Equipment B, l\kJ'chandise C. Spen:!! Clurges D, C::Ish Ad\'al1ces TOTAl. OF ALL SEmONS PAID AI' TIME OF OR PRIOR TO ARRANGEMENTS BALANCE DUE REASON FOR EMBAl.Ml.'IG $=--------- , ------'-- $ , ------..c" . Other Rr:("epude (l)escli!)[iofii ()UlcJ" bUliaJ ,:Ufi(::linc'J" (j)c::.crip[idn) __ ,-- .-\L!":llU\\-ledgc'lllcm cards Ikgi.'ik:r bookl:;'J .\lCIllUf~' (llJJcl~ h:.i~....r ~:.ilds klllpUI:U~ gJ'J.\.C' 1ll:I.rkL'/ Hun:d duclung s~____ , L~ij32- ~\/ $.______ ~_.- )~--- If :.l1ly Ltw, L\.'nK"{cr~, or crt'nU[()I~ r~qll1J'e1l\ellb Iuvt' required tIll.' j1wch:.L'il" ot :Hl\' oj the itclllS lls[t'(l :dJOIl': [he Ll\\ or n.:quirl.'filen[ is L'xpbino..::J bdu\\ :lgi(-<..' 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'Ulc'I_11 IJJh'dliJ ~ t()rnl - 60U ReviSed I/U.:! \\!IJ'lt:r,lIll'..>!J);lulu, l'I'\I\\:u,,/I"'I,', RECEIPT FOR PAYMENT ------------------- ------------------- * DUPLICATE * IGLENDA FARNER STRASBAUGH jcumberland County - Register Of Wills One Courthouse Square ICarlisle I PA 17013 I ! i Receipt Date; Receipt Time: Receipt No. : 12/14/2006 14:33:24 1046668 SGRIGNOLI WINIFRED E tEstate File No. : !paid By Remarks: 2006-01111 SGRIGNOLI MGF CO AJW I i----------______________ I iFee/Tax Description I :PETITION LTRS TEST /WILL SHORT CERTIFICATE ,JCP FEE !AUTOMATION FEE jCheck# 7001 ,Total Received......... I I I I Receipt Distribution ---------_______________ Payment Amount Payee Name 360.00 15.00 16.00 10.00 5.00 CUMBERLAND COUNTY GENERAL FU CUMBERLAND COUNTY GENERAL FU CUMBERLAND COUNTY GENERAL FU BUREAU OF RECEIPTS & CNTR M. CUMBERLAND COUNTY GENERAL FU $406.00 $406.00 ~EV'1512 EX.. (1-9/) ~.J~ lfKl.ri~ ~-.t.~ . ~(~.. ~ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMO~I'NEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WINIFRED E. SGRIGNOLI FILE NUMBER 21-06-1111 Include unreimbursed medical expenses. ITEM NUMBER 1, DESCRIPTION PP&L - final bill AMOUNT $ 616.28 $ 181.79 $ 246.30 $ 238.00 $ 104.00 as $ 135.00 2 . Phone - final bill 3 . Comcast - final bill 4 . Sewer & trash - final bill 5. Pennsylvania 2006 Income Tax Payment 6 . Tri-county Abstract Service _ verfication to title, tax and debts on title TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,521.37 . RIiV.1513 EX' (Hi?) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES WINIFRED E. SGRIGNOLI FILE NUMBER 21-06-1111 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Vincent E. Sgrignoli Son 1/3 Rest, Residue 817 Center Street and Remainder of Enola, PA 17025 of Estate per Will Randall A. Sgrignoli Son 1/3 Rest, Residue 817 Center Street and Remainder of Enola, P A 17025 of Estate per Will Patricia E. Sgrignoli-Steingas Daughter 1/3 Rest, Residue 2803 Harmony Court and Remainder of Missoula, MT 59801 of Estate per Will ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. ! B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART IT. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ,~, ,,' ll\t.\ C~ \ - () '-..0. >~ l" ~ 4 Ia$t )rill CUto Q[e-stam~nt OF ~ Q g; ~CJ -0 0-. I', ;-1'1 WINIFRED E. SGRIGNOLI ~;~ ~. ~~ BE IT REMEMBERED , that I, WINIFRED E. SGRIGNOLI ,j,fflremarr le~-~ n -~ '- - ~'"J -0 --", -~I~ widow, of 817 Center Court, Enola , Pennsylvania, 17 02~~ 13ei~ o~~;; ~~ sound mind, memory and understanding do make, publish~~d deC1ar~~~ (".) .. r " this as and for my Last will and Testament, hereby revokin~and making null and void any and all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEM 1: I direct that my hereinafter named Executor pay all my just debts, my funeral expenses, and the expenses of the administration of my estate. with this direction, I authorize and empower my Executor to expend for my funeral expenses and interment such amounts as he may consider necessary and proper, without regard to any limit that may be prescribed by a court of law. ITEM 2: I direct my Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid tax.?s, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 3: I give and bequeath unto my sons, VINCE SGRIGNOLI and RANDALL SGRIGNOLI, in equal shares, all property held by me in the Franklin U.S. Government Security Fund, Account No. 101575 00975. ITEM 4: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal, or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto my children, VINCE SGRIGNOLI, RANDALL SGRIGNOLI, and PATRICIA SGRIGNOLI, in three equal shares, as they may agree. In the event that they cannot all agree on the division of the property, the property shall be duly appraised and then divided or sold at public or private sale as a majority of my children shall agree. ITEM 5: I nominate, constitute and appoint my son, VINCE SGRIGNOLI as Executor of this my Last will and Testament. Should my son predecease me, fail to qualify, cease to act, or renounce probate, I appoint my son, RANDALL SGRIGNOLI, as alternate Executor, this my Last Will and Testament. ITEM 6: I direct that my Executor shall not be required to give bond for the faithful performance of his duties in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;:::>cr..f~ day of -.J~ v 0. r I..... , 1992. \ a'l fc1. ' ) I/O/> ,~,,1t'.I..... " ~t1~/},IA IA--' WINIF~ D E. SGR GN LI The preceding instrument, consisting of this and one (1) other typewritten page, was on the day and date thereof signed, sealed, , published and declared by the Testatrix herein named, as and for her Last will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. r-r:,t --. Q;l. ~; t'/<;.. /'~ L- . ". .. ~(:~~~-v/,( --, OF n:\\~~v~\P~ ~~~~V C/' OF I' COMMONWEALTH OF PENNSYLVANIA COUNTY OF SS. We, WINIFRED E. SGRIGNOLI and r--1; C \..0. R l L ::Hi- \' ~_ Z and L A..A (J , ~~2- the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament, and that she signed willingly, and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses, and that to the best of their knowledge, the Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. /~ija~D<<'i:~G~~A: -~~ SWORN TO AND SUBSCRIBED PUBLIC / / /- ",V Notarial Seal Judy N. Schrack, Nola!y Public DiIIsburg Bore, York County My COlTlm;::;sior. Expires June 13, 1995 Manloor, Pennsyivania Association of Notaries